Job Description

9627//Cape Town
R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
The company brings together leading experts and respected financial services companies to meet clients' investment needs. They deliver focused financial services through specialist teams, and pride themselves on being a chosen partner of acclaimed financial intermediaries through their superior solutions and our quality service. Their collection of investment solutions has been designed to span a lifetime, and to fulfil the needs each life stage may bring. The company's offering encompasses local investments, including fixed-term investments and investments with guarantees, international investments, retirement saving solutions and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish the company.
They now seek a regional manager to join their team. You will report to the MD. This is a meaty and important role. This requires subject matter expertise. A superb track record of managing a smart team and growing share of wallet.
you are perhaps not in the market but would certainly be interested in taking up this prestigious position!
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be responsible for developing an international investment intermediary portfolio and increasing the Group's market share of international business from this portfolio;
• You will be responsible for leading & managing a team of offshore specialists based in the regions;
• You will be required to be part of the team that develop and implement the national company's distribution strategy for various channels and networks;
• You will be required to coordinate the company's marketing strategy and provide content enablement to the marketing and sales teams;
• You will be required to provide competitor and regulatory insights;
• You will be responsible for new business and increased retention of existing investment business via the various distribution channels;
• You will be responsible for profitable annual sales volumes and monthly targets, by directly and actively growing and managing an intermediary portfolio;
• You will be responsible for developing and implementing a regional business plan for the region (sales volumes, investment education and training, marketing and client services - administration);
• You will be responsible for implementing an intermediary support model to facilitate effective and efficient support between company, the intermediary and the various Group product providers by:

• Supplying accurate investment, product, fund, service and investor information;
• Training and developing the intermediary and office staff;
• Supporting investment projects and campaigns (marketing support);
• Participating in investment product implementation (presentations, product development & client service support);
• Practice management (facilitate or identify broker needs - technology, reporting and developing a profitable practice);
• You will be responsible for management of administrative consultant;
• You will be required to co-ordinate and maintain effective SLA's with all relevant stakeholders;
• You will be required to ensure adherence to all regulatory requirements (e.g. FAIS, FICA and TCF);
• You will be required to act as a Category I authorised representative for the purposes of rendering advice.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You are resilient and tenacious (sales environment);
• You are able to build and maintain relationships;
• You have impact & influence;
• You are action orientated / performance driven;
• You are technology and digital orientated;
• You are client orientated / client centric;
• You have excellent communication (verbal & written) skills in English;
• You have innovative thinking and problem-solving skills;
• You have leadership skills - conceptual understanding;
• You have management skills (planning, leading, organising & controlling);
• You have presentation skills;
• You have pressure / stress tolerance;
• You have a positive, enthusiastic attitude;
• You have aspirational values of being performance driven, having a can do attitude and achieving through teamwork;
• You are comfortable with building relationships and confident interacting with multiple role-players and stakeholders on various hierarchical levels;
• You have honesty, integrity and respect.

CORE QUALIFICATIONS AND EXPERIENCE:

• You have a relevant financial / investment qualification (financial tertiary qualification); at honours level as a minimum;
• You have a RE5;
• You have a minimum of 7 years' current, relevant experience in a financial distribution environment AND leading a team;
• You have a great knowledge of how to support and develop intermediary (IFA) practices;
• You are fully bilingual (English and Afrikaans- ideally not essential);
• You have technical knowledge about international investments, investment industry and trends; this is essential
• You must be willing to travel, nationally;
• You have prior approval as an authorised representative - this would be a distinct advantage.

A job spec is just a guide. The important part of this role is that we need someone to hit the ground running. To champion the brand, products and staff. We want a natural born leader with subject matter expertise. You are already respected in the industry and would now like to couple your experience to a leading brand and be paid well for your ability to take them to the next level!